2025-11-11T14:35:17-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2024-01-01 351499686 GREATER KOKOMO ECONOMIC DEVELOPMENT ALLIANCE INC GREA 7654572000 700 E FIRMIN ST 200 KOKOMO IN 46902 LORI DUKES PRESIDENT & CEO 7654572000 2025-11-11 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-11-11 2024 2025-03-06 01:10:19Z LORI DUKES 700 E FIRMIN ST 200 KOKOMO IN 46902 1583497 0 X WWW.GREATERKOKOMO.COM X 1980 IN AS THE PRIMARY ECONOMIC DEVELOPMENT ORGANIZATION FOR KOKOMO AND HOWARD COUNTY, THE GREATER KOKOMO ECONOMIC DEVELOPMENT ALLIANCE STRIVES TO CREATE A THRIVING ECONOMIC CLIMATE FOR OUR COMMUNITY'S CITIZENS AND BUSINESSES. WE ACCOMPLISH THIS, IN COLLABORATION WITH CITY AND COUNTY GOVERNMENT, THROUGH OUR OPERATING DIVISIONS: THE GREATER KOKOMO CHAMBER OF COMMERCE, GREATER KOKOMO VISITORS BUREAU, GREATER KOKOMO DOWNTOWN ASSOCIATION, AND INVENTREK TECHNOLOGY PARK. 25 25 11 250 0 0 643826 766928 65198 167565 4527 9506 659923 606906 1373474 1550905 0 0 0 0 398607 520147 0 0 0 982418 898475 1381025 1418622 -7551 132283 7143951 4318227 3331390 175335 3812561 4142892 X THE GREATER KOKOMO ECONOMIC DEVELOPMENT ALLIANCE ALIGNS AND LEVERAGES RESOURCES TO BUILD COMMUNITY PROSPERITY. WE SEEK TO FOSTER ECONOMIC PROSPERITY FOR KOKOMO AND HOWARD COUNTY THROUGH NEW INVESTMENT, POPULATION GROWTH, AND THE CONTINUED SUCCESS OF THE AREA'S BUSINESSES AND RESIDENTS. 0 0 1075500 747985 ECONOMIC DEVELOPMENT, LEADERSHIP, AND COLLABORATION OF INITIATIVES THAT LEAD TO COMMUNITY ECONOMIC PROSPERITY. FACILITATE ECONOMIC GROWTH OF THE COMMUNITY THROUGH THE ATTRACTION OF JOBS, INVESTMENT, VISITORS, AND RESIDENTS. DEVELOP, RETAIN, AND ATTRACT TALENT TO ENHANCE THECOMMUNITY. FOSTER AN ENTREPRENEURIAL CULTURE AND PROVIDE INFRASTRUCTURE FOR INNOVATORS TO CREATE AND GROW BUSINESS ENTERPRISES. PROMOTE AND SUPPORT EFFORTS TO DRIVE INVESTMENT IN QUALITY ASSETS AND ACTIVITIES TO BENEFIT CURRENT AND FUTURE EMPLOYERS AND RESIDENTS. 1075500 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 X MICHELLE REED 7654572000 700 E FIRMIN ST 200 KOKOMO IN 46902 TYLER MOORE DIRECTOR 1.00 1.00 X 0 0 0 TONY STEWART DIRECTOR 1.00 1.00 X 0 0 0 JOHN ROBERTS DIRECTOR 1.00 1.00 X 0 0 0 JACK DODD DIRECTOR 1.00 1.00 X 0 0 0 DEREK MCMICHAEL DIRECTOR 1.00 1.00 X 0 0 0 DON DAMRON DIRECTOR 1.00 1.00 X 0 0 0 MARK CANADA DIRECTOR 1.00 1.00 X 0 0 0 ETHAN HEICHER DIRECTOR 1.00 1.00 X 0 0 0 JEFF GRIFFIN DIRECTOR 1.00 1.00 X 0 0 0 SUSAN PERRY DIRECTOR 1.00 1.00 X 0 0 0 BLAKE ROLLINS DIRECTOR 1.00 1.00 X 0 0 0 JEREMY KEATING DIRECTOR 1.00 1.00 X 0 0 0 KRYSTAL RUBLE DIRECTOR 1.00 1.00 X 0 0 0 LORI WARREN DIRECTOR 1.00 1.00 X 0 0 0 AMY PATE DIRECTOR 1.00 1.00 X 0 0 0 ROBB BLUME TREASURER 1.00 1.00 X X 0 0 0 KIRK DANIELS DIRECTOR 1.00 1.00 X 0 0 0 JOHN CARDWELL DIRECTOR 1.00 1.00 X 0 0 0 AMANDA LEWTON DIRECTOR 1.00 1.00 X 0 0 0 JOSH COX DIRECTOR 1.00 1.00 X 0 0 0 MARK DUBOIS DIRECTOR 1.00 1.00 X 0 0 0 SCOT ORTMAN DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINA VAUGHN DIRECTOR 1.00 1.00 X 0 0 0 PAUL WYMAN SECRETARY 1.00 1.00 X X 0 0 0 CARY MAWBEY CHAIR 1.00 1.00 X X 0 0 0 LORI DUKES CEO & PRESIDENT 40.00 1.00 X 131100 0 2340 131100 0 2340 1 0 0 0 0 10250 592345 164333 766928 CEO PROGRAM 561499 99177 99177 RELATED PARTY ADMIN FE 561499 56250 56250 DRIVE BUSINESS PITCH 561499 11000 11000 OTHER PROGRAMS 561499 1138 1138 167565 9506 9506 577150 0 577150 577150 577150 59078 10250 32592 26486 26486 MISCELLANEOUS 900099 3270 3270 3270 1550905 747985 0 35992 X 133440 126768 6672 315268 232098 83170 4694 3349 1345 30520 26247 4273 36225 28979 7246 19510 19510 63164 54016 9148 6685 6685 17936 13411 4525 128301 110339 17962 3340 3306 34 2293 1377 916 142127 142127 67967 58452 9515 MAINTENANCE & REPAIR 272815 236136 36679 CEO PROGRAM 92748 92748 MISCELLANEOUS 56340 56340 OTHER EVENTS 17445 17445 7804 7804 1418622 1075500 343122 0 989718 1127364 3071404 246758 15975 14043 30263 13065 4947593 2044083 3036591 2903510 0 13487 7143951 4318227 339390 4426 13776 2992000 0 157133 3331390 175335 X 3667494 3817726 145067 325166 3812561 4142892 7143951 4318227 X 132283 4102 768 193178 X X 0 1 X 1 0 X 565628 2849202 5118443 643826 766928 9944027 565628 2849202 5118443 643826 766928 9944027 9944027 435629 499223 516709 542934 586656 2581151 30341 62113 62494 108904 3270 267122 12792300 652598 0.77730 0.78150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72374 500 6963 3361 76476 0.00000 0.00000 1.00000 0 0 174794 174794 4501876 1794412 2707464 270923 249671 21252 2903510 RIGHT OF USE OPERATING LEASE LIABILITY 13487 RELATED PARTY PAYABLE 143646 157133 1587599 4102 32592 36694 1550905 0 1550905 1451214 32592 32592 1418622 0 1418622 PART V, LINE 4: THE ORGANIZATION HAS ESTABLISHED WITH THE COMMUNITY FOUNDATION OF HOWARD COUNTY, INC. (THE FOUNDATION) ENDOWMENT FUNDS WITH AMOUNTS CONTRIBUTED BY BOTH THE ORGANIZATION AND THIRD- PARTY DONORS. THE AMOUNTS CURRENTLY CONTRIBUTED ARE CLASSIFIED AS AGENCY FUNDS BY THE FOUNDATION AND ARE REPORTED IN THESE COMBINED FINANCIAL STATEMENTS AS AN ASSET ON THE COMBINED STATEMENT OF FINANCIAL POSITION. FOR 2024, THE SPENDING POLICY RATE WAS 4% OF THE AVERAGE OF THE LAST TWELVE QUARTERS' MARKET VALUE OF THE FUNDS. THE ORGANIZATION HAS THE OPTION TO RECEIVE ANNUAL PAYMENTS OR REINVEST THE DISTRIBUTIONS BACK INTO THE PRINCIPAL OF THE FUND. FOR 2024, THE AMOUNTS WERE REINVESTED. FUNDS HELD AT THE FOUNDATION ARE REPORTED AT FAIR VALUE AT QUOTED PRICES IN AN ACTIVE MARKET. IN ADDITION, AMOUNTS WERE CONTRIBUTED IN PRIOR YEARS THAT WERE CLASSIFIED AS DESIGNATED FUNDS AND ARE NOT REPORTED IN THESE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 32,592. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 32,592. STRAWBERRY FESTIVAL 64328 5250 59078 5991 12639 2984 6059 LUYH FIRST FRIDAY 5000 5000 155 4764 69328 10250 59078 6146 12639 2984 10823 32592 26486 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND FINANCE OFFICER OF THE BOARD REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PACKAGE FOR THE CEO IS DETERMINED FROM A SALARY AND BENEFIT RANGE REPORT PREPARED BY A PROFESSIONAL EMPLOYMENT COMPANY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 34,262. MANAGEMENT AND GENERAL EXPENSES 5,618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,880. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,754. MANAGEMENT AND GENERAL EXPENSES 3,530. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,284. FORM 990, PART IX, LINE 24E DUES & PUBLICATIONS: PROGRAM SERVICE EXPENSES 7,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,554. TRAINING: PROGRAM SERVICE EXPENSES 250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER 193,178. FORM 990, PART XI, LINE 2C: A COMMITTEE OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE PROCESS FOR THIS HAS NOT CHANGED SINCE THE PRIOR YEAR'S TAX RETURN WAS FILED. KOKOMOHOWARD COUNTY CHAMBER OF COMMERCE 700 E FIRMIN ST STE 200 KOKOMO IN 46902 350833678 TO IMPROVE THE OVERALL BUSINESS CLIMATE IN 501(C)(6) 0 HOWARD COUNTY CONVENTION AND VISITORS COMMISSION INC 700 E FIRMIN ST STE 200 KOKOMO IN 46902 351995729 TO IMPROVE THE OVERALL BUSINESS CLIMATE IN 501(C)(6) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 KOKOMOHOWARD COUNTY CHAMBER OF COMMERCE E 143646 CASH KOKOMOHOWARD COUNTY CHAMBER OF COMMERCE S 193178 CASH